PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,806 Value ($000) $159 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 1,806 Value ($000) $150 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 1,830 Value ($000) $145 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 1,870 Value ($000) $158 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 1,870 Value ($000) $145 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 2,449 Value ($000) $210 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 2,431 Value ($000) $191 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 2,462 Value ($000) $212 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 2,462 Value ($000) $194 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 2,515 Value ($000) $181 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 2,525 Value ($000) $191 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 1,771 Value ($000) $132 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 1,826 Value ($000) $153 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 1,862 Value ($000) $134 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 1,668 Value ($000) $111 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 1,813 Value ($000) $133 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 1,688 Value ($000) $122 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 1,688 Value ($000) $109 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 414 Value ($000) $26 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 599 Value ($000) $36 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 414 Value ($000) $21 Avg Close $37.97 Range $30.95 - $44.00